How to navigate the 2025 Tax Cuts and Jobs Act sunset
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Oakland, CA

Tom Croxton

Head of Advisor Recruiting

Tom Croxton brings over 18 years of experience in the financial services industry to his role as Head of Advisor Recruiting at Compound Planning. His primary focus is leading the recruitment strategy for elite advisors and fostering strong connections with both existing and potential advisors. Throughout his career in finance, Tom has held several pivotal positions, notably as the Managing Director of Business Development at Mariner Advisor Network and various capacities at LPL Financial, including Assistant Vice President of the High Net Worth Consulting team. His expertise spans working with the largest RIAs and independent broker-dealers ...

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(949) 996-4096

[email protected]

LinkedIn

Experience

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Mariner Advisor Network

11 years

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LPL Financial

7 years

Qualifications

San Diego State University

Bachelor of Science in Business Administration

Accredited Investment Fiduciary®

AIF®

Series 7

FINRA

Series 66

FINRA

Series 24

FINRA

Specialities

Advisor recruiting

Wealth management

Advisor consulting

High net worth

Financial services

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